Data sourced from SEC Form ADV filed March 31, 2026
Overview
Headquarters
Indianapolis, IN
Total Firm Assets
$731 million
Average High-Net-Worth Client Portfolio Size
$9.4 million
Fee Disclosure
Source: 2025 QUANTUM FINANCIAL SERVICES INC ADV PART II (2025-03-21)
· View brochure text Latest filing: 2026 QUANTUM FINANCIAL SERVICES INC ADV PART II (2026-03-31)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$400,000
1.00%
$400,001
$750,000
0.75%
$750,001
and above
0.50%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$7,875
0.79%
$5 million
$27,875
0.56%
$10 million
$52,875
0.53%
$50 million
$252,875
0.51%
$100 million
$502,875
0.50%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
100.00%
Number of High-Net-Worth Clients
78
Total Client Accounts
516
Non-Discretionary Accounts
516
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
121631
2026 QUANTUM FINANCIAL SERVICES INC ADV PART II (2026-03-31)
· View brochure text
2025 QUANTUM FINANCIAL SERVICES INC ADV PART II (2025-03-21)
(fee schedule source)
· View brochure text
Quantum Financial Services Inc.'s Form ADV discloses 1.00% on the first $400,000, 0.75% on the next $350,000, and 0.50% on assets above $750,000. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #121631), Quantum Financial Services Inc. is subject to fiduciary duty under federal law.
Quantum Financial Services Inc. is headquartered in INDIANAPOLIS, IN.
Quantum Financial Services Inc. serves 78 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Quantum Financial Services Inc. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
Quantum Financial Services Inc. manages $731 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Quantum Financial Services Inc. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓